Industry Analysis
Li Auto’s in-house cockpit OS paired with Qualcomm’s Snapdragon 8797 Elite marks China’s smart cockpit evolution into a vertically integrated software-hardware stack. Technically, the fusion of 320 TOPS AI performance and eye-tracking will accelerate HUD and multimodal interaction standards, pressuring Tier 1s to fast-track AI middleware. Compliance-wise, dual support for CarPlay and ICCOA is a strategic hedge against U.S.-China tech decoupling—retaining Apple ecosystem loyalty while aligning with domestic connectivity mandates. Competitors like XPeng and NIO may now rush their own OS roadmaps, potentially eroding Huawei’s HarmonyOS cockpit moat. Within 18 months, the industry will shift toward integrated battles centered on OS-chip-audio algorithm stacks, turning the cockpit into the primary battleground for redefining vehicle value chains.
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